EIS Showcase 2019 interview with Reuben Wilcock, Blackfinch Investments

Tax Efficient EIS Showcase 2019 interview with Reuben Wilcock, Blackfinch Investments

4 Dec 2019

  • Reuben Wilcock discusses the strong dealflow that Blackfinch has been seeing in recent months and explains the ethos behind Blackfinch’s team. He also gives some explanation of Blackfinch’s use of experienced, seasoned founders as ‘UltraNEDs’ on the boards of investee companies, and delves into the background of his own career path.

EIS Showcase 2019 interview with Madeleine Ingram, Calculus Capital

Tax Efficient EIS Showcase 2019 interview with Madeleine Ingram, Calculus Capital

4 Dec 2019

  • Madeleine Ingram discusses why it’s an exciting time for UK entrepreneurs and explains a bit more about Calculus Capital’s Creative Content Fund, revealing some important developments in the fund. She also explains why Calculus is well-placed to deal with any fallout from the new government.

EIS Showcase 2019 interview with Steve Harris, Committed Capital

Tax Efficient EIS Showcase 2019 interview with Steve Harris, Committed Capital

4 Dec 2019

  • Steve Harris looks back at a busy 2019 and is upbeat about the potential for a strong start to 2020. He also takes a close look at the impact of the Patient Capital Review and how that continues to impact the EIS market across the board, as well as what it means for Committed Capital.

Tax Efficient EIS Showcase 2019: Highlights

4 Dec 2019

  • The significant potential of the Enterprise Investment Scheme (EIS) was discussed by eight of the top providers of EIS investment services at the London Stock Exchange on 19 November, which also saw the launch of Intelligent Partnership’s first Adviser’s Guide to EIS.

An Adviser’s Guide to VCT

Tax Efficient An Adviser’s Guide to VCT

  • Venture Capital Trusts (VCTs) raised £731 million in 2018/19 – the second-highest amount since their inception, meaning they continue to be a vital source of tax-efficient investment into UK small businesses. With such strong interest, we believe the time is ripe to provide advisers with a clear and insightful explanation of the rules and operating structures surrounding VCTs.

    Recent government changes mean that there is now a greater focus on higher-risk investments, and as interest in the market continues to rise, understanding VCTs is more important than ever.

    This Guide takes a practical, impartial look at VCTs to give advisers and paraplanners the confidence to discuss the potential benefits and pitfalls of this market with their clients.

EIS Showcase 2019 interview with Andrew Aldridge, Deepbridge Capital

Tax Efficient EIS Showcase 2019 interview with Andrew Aldridge, Deepbridge Capital

29 Nov 2019

  • Andrew Aldridge shares the progress that Deepbridge has made over the past year, showing good growth in a challenging economic climate. He also considers the government’s knowledge-intensive fund and looks into the potential offered by Deepbridge’s SEIS funds, helping to provide a strong potential incubator for EIS investment.

An Adviser’s Guide to EIS

Tax Efficient An Adviser’s Guide to EIS

  • 2019 marks the 25th anniversary of the Enterprise Investment Scheme (EIS), and a number of legislative changes over the past few years mean it is quite a different beast to when it started a quarter of a century ago. While its aim of utilising tax-efficient investments to support small UK businesses remains undiminished, the rules around this have been given an overhaul. 

    We, therefore, think the time is right to provide an update on those changes and offer financial advisers and paraplanners the tools to confidently and successfully navigate this market for their clients.

    This Guide offers an impartial look at the nuts and bolts of investing in the EIS, offering practical support for advisers considering this market for their clients.

     

EIS Industry Report 2019/20

Tax Efficient EIS Industry Report 2019/20

  • The Enterprise Investment Scheme (EIS) has gone through a number of changes in recent years but continues to prove its resilience and importance to UK small businesses. With the recent risk to capital change taking it back to its roots, there is a high degree of optimism within the market that it will continue to flourish in the coming years.

    Our sixth edition of the Enterprise Investment Scheme Industry Report reflects this positivity in the market, with our adviser survey, roundtable discussion and industry debate with the managers all suggesting that the market has been changed for the better and EIS will continue to grow.

    This report examines the market in more detail, as well as providing and analysing the latest government data and statistics from the MICAP platform. It also takes a closer look at the future of knowledge-intensive companies and the government’s knowledge-intensive fund.

AIM Showcase 2019: Interview with Sam Barton, Close Brothers Asset Management

Tax Efficient AIM Showcase 2019: Interview with Sam Barton, Close Brothers Asset Management

15 Oct 2019

  • Sam Barton delves into the last 12 months of the AIM market and explains Close Brothers’ approach to some of its investment decisions. He also refers to the continued growing demand for Business Relief opportunities on the AIM market, and suggests that a focus on good quality businesses can help mitigate general market headwinds.

AIM Showcase 2019: Interview with Henny Dovland, TIME Investments

Tax Efficient AIM Showcase 2019: Interview with Henny Dovland, TIME Investments

3 Oct 2019

  • Henny Dovland says there is a growing demand for a conversation around intergenerational wealth transfer, with Business Relief a core part of that. She also explains TIME’s “fundamentally different” approach to AIM portfolio creation, which she says is purely based on the fundamentals and screening process that is applied to the model.